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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,288 | $60,989-94.6% | $60,919-94.6% | $66,949-95.1% |
| Participation rate | 26.9% | 74.5%-47.6pp | 73.1%-46.2pp | 69.8%-42.9pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.96%-17.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,066 | $3,615-70.5% | $3,814-72.1% | $4,239-74.9% |
| Admin fee / account holder | $3 | $338-99.1% | $3,228-99.9% | $594-99.5% |